See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,773 | $180,449-86.8% | $154,107-84.6% | $135,375-82.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.58% | 888.09%-898.7pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,143 | $6,035-64.5% | $5,298-59.5% | $4,779-55.2% |
| Participant deferral / active EE | $5,478 | $5,806-5.7% | $5,081+7.8% | $5,609-2.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |